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What to Bring to Your Tax Appointment


If it’s just after tax season, this list will help you know what documents and transactions you should keep an eye on during the year and set aside.

If your tax appointment is coming up, this list is a great resource to help you track down all your documents.

With all the tax code changes each year, filing your taxes on your own is not for the faint of heart. That’s especially true THIS year. Even with the benefit of nice‐looking software which claims to make it easy for you.

But that’s what Common Cents Bookkeeping and Tax Preparation

is here for.

You’ll find common forms and documents you may need during the tax preparation process listed below:

Not all of them will apply to you – probably most will not.

However, this list is a useful tax preparation checklist. Feel free to print it out and keep a copy in your filing cabinet.

Before you get overwhelmed: yes, this is a long list. But it’s meant to jog your memory and cover the most common items we encounter for about 95% of our clients. This list will help ensure we’re able to help you claim every deduction and credit available to you under our current tax code.

Taxable Income Forms, Documents 

___ Most Common Income, Deduction Forms

___ W-2 Form(s) for Wages, Salaries, and Tips

___ Interest Income Statements: Form 1099-INT & 1099-OID

___ Dividend Income Statements: Form 1099-DIV

___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B

___ Sales of Real Estate: Form 1099-S

___ State Tax Refunds: Form 1099-G

___ Alimony received or paid

___ Unemployment Compensation received: Form 1099-G

___ Non-employment Compensation: Form 1099-NEC

___ Miscellaneous Income: Form 1099-MISC

___ Retirement Income: Form 1099-R

___ Social Security Income and Railroad Retirement Income: Form SSA-1099

___ Business Income and Expenses

___ Rental Income and Expenses

___ Farm Income and Expenses

___ Form K-1 Income from Partnerships, Trusts, and S-Corporations

___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits 

___ Child Tax Credit - Dependent Name, SSN, and Other Information

___ Child Care Provider Address, I.D. Number and Amounts Paid for the Child and Dependent Care Credit

___ Earned Income Tax Credit (EITC) - Income Information

___ Adoption Expense Information for the Adoption Tax Credit

___ Foreign Taxes paid

___ First Time Home Buyer Tax Credit

Tax Deductions, Expenses 

___ Medical Expenses for the Family

___ Medical Insurance Paid

___ Self-employed Business Expenses

___ Prescription Medicines and Drugs

___ Doctor and Dentist Payments

___ Hospital and Nurse Payments

___ Tax Deductible Miles Traveled for Medical Purposes

___ Home Mortgage Interest from Form 1098

___ Home Second Mortgage Interest Paid

___ Real Estate Taxes Paid

___ State Taxes Paid with Last Year's Return (if claiming itemized deductions)

___ Personal Property Taxes Paid

___ Charitable Cash Contributions

___ Fair Market Value of Non-cash Contributions to Charities

___ Unreimbursed Expenses Related to Volunteer Work

___ Tax Deductible Mileage for Volunteer Purposes

___ Casualty and Theft Losses

___ Amount Paid to Professional Preparer Last Year

___ Unreimbursed Expenses Related to Your Job

___ Miles Traveled Related to Your Job

___ Union and Professional Dues

___ Investment Expenses

___ Job-hunting Expenses

___ IRA Contributions

___ HSA, FSA Contributions

___ Student Loan Interest Paid from Form 1098

___ Moving Expenses

___ Last Year's Tax Return Preparation Fee

Tax Estimate Payments 

___ Estimated Tax Payments Made with ES Vouchers or Online

___ Last Year's Tax Return Over-Payment Applied to This Year

___ Off Highway Fuel Taxes Paid

General Information 

___ Copy of Last Year's Tax Return

___ Social Security Numbers for You and Your Spouse

___ Educational Expenses for You and Your Spouse

___ Dependents' Names, Years of Birth, and Social Security Numbers

___ Dependents' Post High School Educational Expenses

___ Child Care Expenses for Each Dependent

___ Prior Year Adjusted Gross Income (AGI) - how to find last year's (AGI)

___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)

___ Bank Account Number (BAN) (For direct deposit/debit purposes)

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